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  1. Home
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  3. accounting & finance
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  5. Senior Practice Management Strategist
Edward Jones logo

Senior Practice Management Strategist

Not Disclosed•Full-TimeOn-site

location_on5673, Bartmer Avenue, West End, Saint Louis, Missouri, 63112, United States

Apply Now

About Edward Jones

Edward Jones is a privately-owned Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Unlike public companies driven by shareholder returns, our focus remains squarely on our clients. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues while bettering our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence. At Edward Jones, people are at the center of our partnership. Associates are seen, heard, respected, and supported, creating a culture where everyone feels they belong. This commitment to our people is what makes us the best place to start or build your career.

About the Role

Practice Management empowers financial advisors to lead their branch teams by providing support and guidance at every stage of their career. The Practice Desktop serves as a unified, intuitive platform that integrates tools, data, and AI-driven insights, creating capacity for advisors and their client service teams to work smarter, deepen client relationships, and drive measurable growth.

As a Senior Practice Management Strategist, you will lead the evolution of practice health, diagnostic, assessment, and business planning strategies. You will shape and integrate cross-firm capabilities that support design, delivery, learning, change management, and adoption. Partnering closely with internal stakeholders and branch teams, you will design end-to-end processes and solutions that drive growth and productivity. This includes advancing knowledge-powered initiatives, scaling diagnostic capabilities, and delivering innovative practice health experiences.

Operating across both digital and non-digital capabilities, you will play a critical part in defining forward-looking strategies and enabling execution. You will lead highly complex, firm-level initiatives while informally mentoring and guiding others to drive alignment and impact. In this role, you will navigate ambiguity, operate autonomously, and deliver creative solutions to complex challenges that may be undefined.

Work Environment

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Equal Opportunity

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law. We are proud of our associates' contributions to the firm and the recognitions we have received.

Application Timeline

This job posting is anticipated to remain open for 30 days, from May 19, 2026. The posting may close early due to the volume of applicants.

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Skills, education and keywords

Skills: Salesforce, Series 7, Series 66.

Education: Bachelor's Degree required.

Frequently asked questions about Senior Practice Management Strategist at Edward Jones

What does a Senior Practice Management Strategist at Edward Jones do?expand_more
In this Senior Practice Management Strategist at Edward Jones role, you will define and evolve the strategy and roadmap for practice desktop software, systems, and tools; develop strategic frameworks and process maps to visualize connected experiences and drive alignment; own and drive prioritized enterprise epics from concept through delivery, defining success metrics; and partner with stakeholders to enhance practice diagnostic insights and features that enable branch teams.
What are the requirements for this Senior Practice Management Strategist role?expand_more
Edward Jones is looking for candidates who meet the following requirements: Bachelor's Degree; Advanced degree preferred; Minimum 6+ years in technology, analytical, business strategy, or product management roles; and Series 7 and 66 required within 12 months of hire.
Where is the Senior Practice Management Strategist role at Edward Jones located?expand_more
Senior Practice Management Strategist at Edward Jones is based in 5673, Bartmer Avenue, West End, Saint Louis, Missouri, 63112, United States. This is a on-site role.
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Work location

Work model: On-site

location_on

5673, Bartmer Avenue, West End, Saint Louis, Missouri, 63112, United States

Saint Louis, Missouri

Key Responsibilities

  • check_circleDefine and evolve the strategy and roadmap for Practice Desktop software, systems, and tools
  • check_circleDevelop strategic frameworks and process maps to visualize connected experiences and drive alignment
  • check_circleOwn and drive prioritized enterprise epics from concept through delivery, defining success metrics
  • check_circlePartner with stakeholders to enhance Practice Diagnostic insights and features that enable branch teams
  • check_circleLead cross-functional initiatives to align stakeholders and drive decisions for defined business outcomes
  • check_circleDeliver creative solutions to complex challenges while navigating ambiguity and operating autonomously
  • check_circleSupport branch teams with change management, adoption, upskilling, and technical guidance

Requirements

  • verifiedBachelor's Degree; Advanced degree preferred
  • verifiedMinimum 6+ years in technology, analytical, business strategy, or product management roles
  • verifiedSeries 7 and 66 required within 12 months of hire

Nice to Have

Advanced degree

Benefits & Perks

check_circleMedical, dental, vision, and prescription drug insurancecheck_circleVoluntary benefits including accident, hospital indemnity, and critical illnesscheck_circleShort-term and long-term disability coverage at no costcheck_circleBasic life and AD&D coverage at no costcheck_circle401(k) retirement plancheck_circleHealth savings account and flexible spending accountcheck_circleTen paid holidays annuallycheck_circle15 days of vacation for new associates starting January 1check_circleSick time, personal days, and paid volunteer daycheck_circleEmployee Assistance Program
Edward Jones logo
Company

Edward Jones

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

6+ yrs (Senior)

Education

Bachelor's Degree required

Job Type

Full-Time

Skills Required

SalesforceSeries 7Series 66

Zions Bancorporation • Murray, Utah

Not Disclosedarrow_forward
Is this Senior Practice Management Strategist job remote, hybrid, or on-site?expand_more
Edward Jones has listed this Senior Practice Management Strategist role as on-site.
How much experience is required for this Senior Practice Management Strategist role?expand_more
Senior Practice Management Strategist at Edward Jones typically requires 6+ years of relevant experience at the senior level.
What skills do you need for the Senior Practice Management Strategist role at Edward Jones?expand_more
Key skills for Senior Practice Management Strategist at Edward Jones include Salesforce; Series 7; and Series 66.
What education is required for Senior Practice Management Strategist at Edward Jones?expand_more
Educational requirements for this role: Bachelor's Degree required.
What category does the Senior Practice Management Strategist role belong to?expand_more
Senior Practice Management Strategist at Edward Jones is part of the accounting & finance job category on Recrutus.
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